iShares 10-20 Year TreasuryTLHETF
13F holders, Q2 2024 (June 30)439holders +32
76new positions
46sold out
3famous investors
$102.55avg. 13F price*
At the end of Q2 2024, 439 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 32 from Q1 2024. 76 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.1B), Forum Financial Management, LP ($710.7M) and Envestnet Asset Management Inc. ($503.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $100.1M |
| Exits | 46 | $37.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,316,301 shares bought and 6,060,003 shares sold, net −2,743,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| Bank of America Corp. | 0.11% | Add +2.2% | 10,952,910 | $1.1B |
| Forum Financial Management, LP | 12.86% | Reduce -2.6% | 6,919,708 | $710.7M |
| Envestnet Asset Management Inc. | 0.18% | Reduce -1.2% | 4,901,380 | $503.4M |
| Wells Fargo & Company | 0.10% | Reduce -1.7% | 3,729,228 | $383.0M |
| Truist Financial Corp. | 0.51% | Reduce -4.8% | 3,248,174 | $333.6M |
| Ameriprise Financial Inc. | 0.09% | Reduce -7.9% | 3,191,856 | $327.8M |
| Richard Bernstein Advisors LLC | 7.10% | Reduce -5.0% | 3,120,944 | $320.5M |
| Morgan Stanley | 0.01% | Reduce -7.9% | 1,775,269 | $182.3M |
| LPL Financial LLC | 0.09% | Add +11.8% | 1,716,931 | $176.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.5% | 1,278,662 | $131.3M |
| Itau Unibanco Holding S.A. | 4.73% | Reduce -0.8% | 1,125,150 | $115.6M |
| Johns Hopkins University | 4.41% | Add +4.9% | 1,075,427 | $110.4M |
| UBS Group AG | 0.03% | Reduce -2.1% | 1,039,134 | $106.7M |
| Pathstone Holdings, LLC | 0.47% | Add +5.9% | 1,019,336 | $104.7M |
| Assetmark, Inc. | 0.28% | Add +14.7% | 873,662 | $89.7M |
| Envestnet Portfolio Solutions, Inc. | 0.30% | Add +3.2% | 837,758 | $86.0M |
| Destination Wealth Management | 2.47% | Add +2.3% | 728,360 | $74.8M |
| FAS Wealth Partners, Inc. | 6.10% | Add +4.7% | 686,934 | $70.5M |
| First Citizens Bank & Trust Co. | 1.06% | Add +2.2% | 547,891 | $56.3M |
| RiverFront Investment Group, LLC | 1.47% | Reduce -1.0% | 537,448 | $55.2M |
| Smith Anglin Financial, LLC | 4.85% | Add +4.2% | 466,897 | $48.0M |
| Stifel Financial Corp. | 0.05% | Add +2.0% | 436,601 | $44.8M |
| Cetera Investment Advisers | 0.10% | Reduce -8.8% | 429,164 | $44.1M |
| Royal Bank of Canada | 0.01% | Reduce -19.5% | 419,716 | $43.1M |
| Raymond James & Associates | 0.03% | Add +9.3% | 398,253 | $40.9M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -1.2% | 376,846 | $38.7M |
| Captrust Financial Advisors | 0.12% | Reduce -42.3% | 369,593 | $38.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +8.6% | 352,127 | $36.2M |
| MML Investors Services, LLC | 0.14% | Add +13.9% | 328,952 | $33.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -11.9% | 315,973 | $32.5M |
| TD Private Client Wealth LLC | 1.01% | Add +14.5% | 311,180 | $32.0M |
| Simplicity Wealth,LLC | 0.69% | Add +5323.0% | 299,352 | $30.7M |
| Osaic Holdings, Inc. | 0.07% | Add +2.4% | 276,246 | $28.4M |
| Sanctuary Advisors, LLC | 0.20% | — | 276,579 | $27.4M |
| TD Waterhouse Canada Inc. | 0.22% | Add +20.8% | 247,486 | $25.1M |
| Arrow Financial Corp | 2.35% | Add +2.1% | 234,876 | $24.1M |
| Thrivent Financial for Lutherans | 0.05% | Add +22.7% | 232,506 | $23.9M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -13.2% | 217,110 | $22.3M |
| Cwm, LLC | 0.10% | Reduce -30.9% | 209,695 | $21.5M |
| Bank of New York Mellon Corp | 0.00% | Add +125.7% | 195,888 | $20.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -22.1% | 190,360 | $19.5M |
| Park Avenue Securities LLC | 0.23% | Add +6.8% | 186,660 | $19.2M |
| Private Advisor Group, LLC | 0.13% | Reduce -1.0% | 181,605 | $18.7M |
| US Bancorp \de | 0.02% | Add +22.8% | 175,069 | $18.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -19.3% | 173,901 | $17.9M |
| Johnson Bixby & Associates, LLC | 2.98% | Add +6.0% | 173,251 | $17.8M |
| Vestmark Advisory Solutions, Inc. | 0.74% | Reduce -6.6% | 172,452 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.4% | 171,187 | $17.6M |
| Members Advisory Group LLC | 9.20% | Add +2.5% | 164,107 | $16.9M |
| Regatta Capital Group, LLC | 3.62% | Add +6.2% | 163,435 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -14.7% | 162,260 | $16.7M |
| Goelzer Investment Management, Inc. | 0.93% | Add +2.9% | 161,376 | $16.6M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +77.7% | 159,964 | $16.4M |
| Nicolet Advisory Services, LLC | 1.41% | Add +6.2% | 142,475 | $14.7M |
| Pinnacle Financial Partners Inc | 0.31% | Reduce -23.2% | 138,860 | $14.3M |
| Marks Wealth, LLC | 6.09% | New | 134,411 | $13.8M |
| AllGen Financial Advisors, Inc. | 5.21% | New | 133,765 | $13.7M |
| First Financial Bank - Trust Division | 1.31% | Reduce -3.8% | 129,299 | $13.3M |
| Quantitative Strategies, Inc. | 6.86% | Add +3.4% | 117,066 | $12.0M |
| Columbia Bank | 4.49% | Add +19.1% | 112,944 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.6% | 109,906 | $11.3M |
| Financial Life Advisors | 4.19% | Add +9.1% | 100,532 | $10.3M |
| BlackRock Inc. | 0.00% | Reduce -82.2% | 99,086 | $10.2M |
| Syon Capital LLC | 0.90% | Add +12.9% | 95,507 | $9.8M |
| Hengehold Capital Management LLC | 0.99% | Reduce -1.3% | 92,453 | $9.5M |
| Carr Financial Group Corp | 3.02% | New | 92,315 | $9.5M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +2.1% | 92,169 | $9.5M |
| Arvest Investments, Inc. | 1.51% | Add +21.5% | 91,917 | $9.4M |
| GGM Financial LLC | 8.43% | — | 89,186 | $9.2M |
| Daymark Wealth Partners, LLC | 0.41% | Reduce -11.9% | 87,758 | $9.0M |
| Harvest Portfolios Group Inc. | 0.34% | Reduce -6.4% | 87,637 | $9.0M |
| Coldstream Capital Management Inc. | 0.21% | Reduce -9.1% | 83,468 | $8.6M |
| NorthCoast Asset Management LLC | 0.07% | New | 82,269 | $8.5M |
| Heck Capital Advisors, LLC | 1.01% | Add +397.1% | 79,183 | $8.1M |
| Confluence Investment Management LLC | 0.12% | Reduce -1.1% | 78,477 | $8.1M |
| Citadel Advisors | 0.01% | Add +2347.1% | 70,916 | $7.3M |
| Trek Financial, LLC | 0.57% | Add +7.1% | 70,222 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +133.1% | 69,194 | $7.1M |
| Affinity Capital Advisors, LLC | 1.48% | Add +10.9% | 68,470 | $7.0M |
| Principal Securities, Inc. | 0.19% | Add +3.2% | 68,079 | $7.0M |
| Commonwealth Financial Services, LLC | 1.38% | New | 64,864 | $6.7M |
| Integrated Wealth Concepts LLC | 0.09% | Add +91.1% | 64,403 | $6.6M |
| Ewa, LLC | 2.67% | Add +8.8% | 62,169 | $6.4M |
| SVB Wealth LLC | 0.16% | Add +17.1% | 62,560 | $6.4M |
| Atria Investments, Inc | 0.08% | Add +3.3% | 62,313 | $6.4M |
| Scotia Capital Inc. | 0.04% | Add +1.4% | 61,707 | $6.3M |
| Focus Financial Network, Inc. | 0.27% | Add +11.6% | 60,355 | $6.3M |
| Transcend Capital Advisors, LLC | 0.45% | Add +0.8% | 60,939 | $6.3M |
| Tidal Investments LLC | 0.09% | Reduce -21.2% | 60,322 | $6.2M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -24.5% | 57,484 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +13.4% | 55,954 | $5.7M |
| NewEdge Advisors, LLC | 0.04% | Add +105.3% | 55,065 | $5.7M |
| Dynasty Wealth Management, LLC | 0.16% | Add +411.5% | 54,378 | $5.6M |
| Krilogy Financial LLC | 0.39% | Reduce -12.0% | 52,013 | $5.3M |
| Retirement Capital Strategies | 2.12% | New | 51,395 | $5.3M |
| Cresta Advisors, Ltd. | 3.06% | Add +2.6% | 50,248 | $5.2M |
| Avaii Wealth Management, LLC | 2.81% | Add +6.3% | 49,395 | $5.1M |
| Strategic Investment Solutions, Inc. | 1.62% | — | 47,435 | $5.0M |
| Financial Advocates Investment Management | 0.31% | Add +168.3% | 56,985 | $5.0M |
| National Bank of Canada | 0.01% | New | 48,600 | $4.9M |
"% of holder's portfolio" is TLH's weight in each manager's 13F, not the share of iShares 10-20 Year Treasury the manager owns.